Happy New Year! Commodity markets are back in the swing of things, with some big USDA reports on the calendar. We’ll review the NASS crush report from 1/2, and preview the January WASDE, coming out 1/12. We’ll also go over the news in Venezuela, and how that could affect commodity markets.
The market tends to slow down a bit during the last week or two of the calendar year. So we’re calling this week's call “Coffees in the Conference Room,” a 2025 Year in Review and a 2026 Look Ahead.
Merry Christmas! Should be a relatively calm week with many of the markets in “holiday mode.” We’ll give you a quick update on the drop in soybean oil and energy prices, as well as an overview on the rest of our normal commodities. Enjoy your holiday week!
Biofuel Policy Update, or lack thereof! Reuters reports that the EPA is unlikely to finalize 2026 biofuel quotas this year. We’ll also discuss the NOPA November Crush Report, and an update on South American weather.
Today, we’ll have a preview of tomorrow’s USDA WASDE report, and a review of last week’s BIG StatsCan report. We’ll also give a China update that it seems we do on a weekly basis, at this point, and a quick dairy update!
It’s been a bit of a slow news week as China continues to buy soybeans. Despite some misleading reports, EPA has still not finalized a course of action for biofuels policy. We’ll also discuss dairy and give our South American weather updates.
Thanksgiving week! Not much in the way of huge market news this week, but we did get some flash export sale reports of more U.S. beans to China! We’ll also talk potential biofuel policy updates from the Trump administration and some supply and demand updates.
The government is back open! At least until January…and we finally got a WASDE from the USDA. We’ll discuss all of that today, plus a HUGE NOPA crush report and some continued soybean demand from China.
A lot to discuss! U.S. harvest is close to finish line, U.S.-China trade relations continue to improve as both countries have suspended port fees on each others ships, and we MAY have a deal in place that could lead to the end of the government shutdown…stay tuned!
China! We finally have a handshake trade deal, with China promising to buy some soybeans from the U.S. for the next 3-years, along with a few other concessions. We’ll also discuss U.S. harvest approaching the finish line and the latest updates in the government shutdown.
A trade deal with China? Well, not so fast, but Trump and Xi have reached a preliminary framework. We’ll touch on those updates, as well as the impacts of the continued government shutdown, the U.S. harvest coming down the home stretch, and planting in South America.
U.S. harvest is rolling right along and slightly ahead of schedule, as is South American planting. We’ll also touch on the latest in the government shutdown and the potential China trade deal.
The government shutdown continues with no end in sight, while trade tensions between China and the U.S. continue to be volatile. Meanwhile, U.S. harvest and South American planting are both ahead of average
The government shutdown continues! Today in addition to our normal commodity reports, we’ll discuss what the senate needs to get the government back open, as well as what agricultural reports and services are stalled in the meantime.
It’s report day! Later this morning the USDA will release its Sept. 1 Stocks & Small Grains Summary report – one of the more important annual reports on the USDA calendar. We’ll discuss that report today in addition to the Argentine export fire sale, harvest progress, and some updates in the dairy space.
Today, we’ll discuss Argentina cutting export taxes on all grain and byproducts, a potential China trade deal, and the latest in EPA’s SRE reallocation proposal.
Even MORE corn acres? Today we’ll discuss last Friday’s WASDE report, yesterday’s NOPA crush report, and a potential China trade deal…
Today we preview the upcoming September 12 WASDE report, which will be most consequential for soybeans. Harvest season is upon us but taking a bit to get going; we’ll also touch on weather, conditions, and what to expect going forward.
Today we’ll discuss the latest updates in the ongoing legal battle of Trump’s tariffs, a ‘frosty’ weather forecast, and a soybean oil market that took a tumble last week.
Today, we break down the details of the latest Small Refinery Exemption announcement from the EPA. We’ll also go over the results of last week’s Pro Famer Crop Tour, and what we might expect heading into harvest season.